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Harinath Pudipeddii · Aug 6, 2026

Netflix competed with its own best business — while it was still winning

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Harinath Pudipeddi · Harinath Pudipeddii

Harinath Pudipeddii

Both companies had the capability. Only one used it before the market forced its hand.

∙ Paid

Last week I wrote about a camera that Kodak built in 1975 and then spent twenty years hesitating to use.

This week I want to put another company directly beside it — because Kodak’s story only sharpens when you have something to hold it against.

Netflix was founded in 1997 as a DVD-by-mail service. It’s easy now, knowing how the story ends, to treat that …

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Read the original on harinpv.substack.com

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